Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CEDAR MOUNTAIN ADVISORS LLC | COM | 1301 | $728 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HHM WEALTH ADVISORS LLC | COM | 1302 | $635 | 5 | 0.00 | 0.00 | -5 | -50.00 | 12-31-2023 |
FORMULAFOLIO INVESTMENTS LLC | COM | 1303 | $0 | 5 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
DOUGHERTY WEALTH ADVISERS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |